Note: Custom forms that you create or modify are stored only in the current project file. To make custom forms available in other project files, you can move them to the enterprise global template by using the Organizer.

Unlike a view where you can enter and display information about multiple tasks or resources, forms allow you to enter and display detailed information about one task or resource at a time. Seeing information in a form can make it easier to track detailed information about a task or resource.

Display a form

You can use a form by itself, but it is most useful when displayed in the bottom pane of a combination view. Project then provides additional information about the selected task or resource in the top pane.

To display a form in a combination view, on the Window menu, click Split. The form view appears in the bottom pane.

Modify a form

You can modify a form to display different information. For example, you can display the cost of a selected resource instead of the resource schedule in the Resource Form view. The information that you can display depends on whether a task form or a resource form is active.

Open a form view in the bottom pane.

On the Format menu, point to Details, and then click the type of information you want to display.